+107.8%
CB vs VWO
+25.3%
+82.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | +2.9% | +2.0% | +1.0% | +2.6% |
| 30D | +7.3% | -4.3% | +11.6% | +8.0% |
| 3M | +9.4% | -6.4% | +15.8% | +10.4% |
| 6M | +19.6% | -5.6% | +25.3% | +20.3% |
| YTD | +21.5% | +5.2% | +16.3% | +18.6% |
| 1Y | +28.0% | +5.2% | +22.8% | +24.9% |
| 3Y | +74.9% | +55.5% | +19.4% | +48.8% |
| All | +107.8% | +25.3% | +82.5% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VWO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling